The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch — Episodes, Guests & AI Summaries

Episodes (Page 8)

20VC: VCs are Spreadsheet Monkeys and are Commoditised | Why Fees and Carry Misalign GPs and LPs | Why Founders Will Realise Multi-Stage Funds Damage Seed Rounds | Why We Need European Sovereignty More Than Ever with Taavet Hinrikus

Apr 28, 2025 · 58:26

✨ VCs are commoditized; fees and carry create misalignments.

Taavet Hinrikus

58:26

20Growth: Inside Kraken's $1.5BN Growth Playbook: What Works, What Doesn't and What No Founders Understand About Growth That Will Change Their Company with Mayur Gupta

Apr 25, 2025 · 52:50

✨ Mayur Gupta shares growth lessons from Spotify and Kraken.

Mayur Gupta

52:50

20VC: OpenAI's $3BN Acquisition of Windsurf: The Breakdown | Are Endowment Funds F******* & How LP Deployment to Venture Will Change in 2025 | Why Revenue Multiples are BS, The Rise of AI Rollups and Multi-Stage Funds Destroying Seed Investing

Apr 24, 2025 · 01:25:42

✨ OpenAI's Windsurf acquisition and Sam Altman's strategy are analyzed.

01:25:42

20VC: Do Rich Founders Make Better Founders | The Best Performing Fund Would Only Back YC Founders on Their Second Time | Why SPACs Will Come Back | Why Short Sellers Should Be Banned | Is Trump Better for Business than Biden with Jason Wilk @ Dave

Apr 21, 2025 · 58:35

✨ The episode questions if wealthy founders are inherently better.

Jason Wilk @ Dave

58:35

20VC: Foundation Models: Who Wins & Who Loses | How Economies and Labour Markets Need to Change in a World of AI | China vs the US in an AI Race: What You Need to Know | Rich Socher, Founder @ You.com

Apr 18, 2025 · 01:03:57

✨ Rich Socher discusses foundation models, AI winners, and losers.

Founder @ You.com

01:03:57

20VC: Why Seed is for Suckers | a16z's $20BN Fund & Founders Fund's $4.6BN: What Makes Them So Good | Why Josh Kushner Is the Master of Venture Capital Strategy | Why Extended Private Markets Screw US Citizens with Jason Lemkin and Rory O'Driscoll

Apr 17, 2025 · 01:29:27

✨ Seed investing is challenging; large funds have distinct strategies.

01:29:27

20VC: Benchmark's Victor Lazarte on Why Portfolio Construction is BS| Why SaaS Spreadsheet Investing is Dead | Why China is a Stabilising Force for the US | Three Traits All the Best Founders Have & The Lie All Big Tech Companies Have Been Telling

Apr 14, 2025 · 01:07:13

✨ Portfolio construction and spreadsheet investing in SaaS are questioned.

01:07:13

20Product: How Scale AI and Harvey Build Product | Why PMs Are Wrong: They are not the CEOs of the Product | How to do Pre and Post Mortems Effectively and How to Nail PRDs | The Future of Product Management in a World of AI with Aatish Nayak

Apr 11, 2025 · 01:05:23

✨ Scale AI and Harvey's product development approaches are detailed.

Aatish Nayak

01:05:23

20VC: How to Fix the UK Tech Ecosystem | Why We Need to Flood the UK with Venture Capital | What the UK Can Learn From Sequoia, Stripe and Norway | Why Now is the Time to be Bullish on China & Lessons from Jensen Huang with Tom Hulme & Stan Boland

Apr 10, 2025 · 01:24:58

✨ Fixing the UK tech ecosystem requires more venture capital.

01:24:58

20VC: Carvana CEO on Buiding a $50B Company, Losing 99% and Coming Back | Ernest Garcia: Inside the Mind of the Most Misunderstood CEO in America

Apr 7, 2025 · 01:06:41

✨ Carvana CEO Ernest Garcia details building a $50B company from scratch.

01:06:41

20Sales: How the Best Sales Teams Use AI to Win Enterprise Deals | Sales Teams Will Be Dramatically Smaller | How to Ramps Sales Reps Way Faster | Why Unpaid Design Partners are BS | Why this Generation of Sales is Soft with Ishan Mukherjee @ Rox

Apr 4, 2025 · 01:09:26

✨ Ishan Mukherjee shares how top sales teams leverage AI for enterprise deals.

01:09:26

20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

Apr 4, 2025 · 01:15:00

✨ Nabeel Hyatt discusses the need for VCs to adapt their approach to AI investing.

01:15:00

20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech

Apr 3, 2025 · 01:27:18

✨ Daily Deal covers Coreweave's IPO, Scale's $25B valuation, and Wiz's 25x return.

01:27:18

20VC: Microsoft CTO on Where Value Accrues in an AI World | Why Scaling Laws are BS | An Evaluation of Deepseek and How We Underestimate the Chinese | The Future of Software Development and The Future of Agents with Kevin Scott

Mar 31, 2025 · 45:08

✨ Microsoft CTO Kevin Scott on where value accrues in an AI-driven world.

Kevin Scott

45:08

20VC: Why Traditional VC is Broken: How VCs Learned Nothing from 2021 | Why LPs are More Important than Founders & Advice to Emerging Managers | Bull Case for Bytedance & Why TikTok's Ban Doesn't Matter with Mitchell Green, Lead Edge Capital

Mar 28, 2025 · 01:19:26

✨ Mitchell Green critiques traditional VC, noting lessons unlearned since 2021.

Mitchell Green

01:19:26

20VC: Will Revolut and Monzo List in the UK | How Does London Compete Against the US To Win The Best UK IPOs | Are UK Public Companies Punished on Price for Listing in London | The Myths and the Reality of The London Stock Exchange with CEO, Julia Hoggett

Mar 28, 2025 · 50:14

✨ London Stock Exchange CEO Julia Hoggett discusses UK IPOs for Revolut and Monzo.

Julia Hoggett

50:14

20VC: The Insane Story of DeliveryHero: Losing $200M on a Gorillas Investment | Winning the Emerging Markets Delivery War with 35 Acquisitions | Competing with Uber and Doordash in a Capital Arms Race with Niklas Östberg

Mar 27, 2025 · 01:01:10

✨ Delivery Hero CEO Niklas Östberg shares the story of a $200M Gorillas investment loss.

01:01:10

20VC: AI Chip Wars: How Cerebras Plans to Topple NVIDIA's Dominance | Why We Have Not Reached Scaling Laws in AI | What Happens to the Cost of Inference | How We Underestimate China and Shouldn't Sell To Them with Andrew Feldman

Mar 24, 2025 · 01:03:21

✨ Cerebras CEO Andrew Feldman discusses the AI chip competition against NVIDIA.

Andrew Feldman

01:03:21

20VC: Selling Drift for $1.2BN is the Biggest Failure: What No One Tells You About Selling Your Company | Why Incumbents Are Slower & Worse Than Ever | Why the Most Valuable Companies in a World of AI Will Not Have More Than 100 People with Elias Torres

Mar 21, 2025 · 01:07:22

✨ Elias Torres calls selling Drift for $1.2B his biggest failure, sharing untold truths.

Elias Torres

01:07:22

20VC: The 10 Question Framework a $217BN Manager Uses to Make Investment Decisions | Lessons from Turning Down Stripe, Coinbase and Losing Money on Northvault | The Bull Case for Bytedance | How Anduril Could Be a $200BN Company with Peter Singlehurst

Mar 19, 2025 · 01:11:40

✨ Peter Singlehurst uses a 10-question framework for investment decisions.

Peter Singlehurst

01:11:40

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

Episodes (Page 8)

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